Carrie CrockettCRD Number: 5984922
Current Firm: Infinex Investments, Inc.
Carrie Crockett (CRD# 5984922) is an Investment Advisor Representative working at Infinex Investments, Inc. in Tampa, FL and has over 4 years of experience in the finance industry.
Lansdowne Wealth Management, LLC
First Financial Advisory Services Inc.
Sagepoint Financial, Inc.
|Infinex Investments, Inc.||Memphis, TN||Dec 2013 - Current||3|
|Bancorpsouth Investment Services, Inc.||Memphis, TN||Sep 2011 - Dec 2013||2|
|Regions Financial||Memphis, TN||Aug 2010 - Sep 2011||1|
|Unemployed||Corinth, MS||May 2010 - Aug 2010||< 1|
|South Bank||Oxford, MS||May 2009 - May 2010||1|
|University Of Mississippi||Oxford, MS||Jan 2009 - May 2010||1|
|Lambuth University||Jackson, TN||May 2008 - Jan 2009||< 1|
|Lambuth University||Jackson, TN||Jan 2007 - May 2008||1|
|Lambuth University||Jackson, TN||Aug 2006 - Jan 2007||< 1|
|Unemployed||Corinth, MS||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2012|
Total Assets Under Management580MILLIONS
Total Number of Accounts2,901ACCOUNTS
Average Account Value$199,891
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV